Retirement Plan Operations Specialist

This is a fully remote position, open to applicants in Arizona, +13 more states.

📋 Description

• Collaborate with clients to gather essential information for the annual reporting process.

• Assess documents submitted by clients for accuracy and completeness.

• Reconcile plans that involve only rollovers and plan stock using Excel and administrative software.

• Employ administrative software to finalize 401(k) testing and reporting.

• Make proactive reminder calls and send emails to clients during the reporting process of the plan year.

• Prepare necessary 401(k) plan government filings, including the IRS Form 5500, using filing software.

• Provide education to clients regarding the management of their 401(k) plans and related documents.

• Communicate complex topics in a straightforward manner and share knowledge effectively.

• Conduct training on concepts pertinent to a Retirement Plan Administrator I.

• Execute additional duties as required.

⛳️ Requirements

• Proven experience in document review and transaction processing as part of daily job functions.

• 1 to 5 years of relevant back-office financial operations experience in areas such as benefits administration, money movement and wires, insurance claims processing, tax preparation processing, loan or mortgage document processing, or compliance or quality-control support.

• Proficiency in Microsoft Excel, Word, and Outlook is essential.

• Prior experience in retirement-plan operations, specifically 401(k) or IRA administration, recordkeeping, distributions and rollovers, compliance testing, or 5500 or year-end reporting, is preferred.

• Preference for candidates with daily reconciliation experience.

• An associate’s or bachelor’s degree in a related field like business or finance, or equivalent work experience, is preferred.

• Basic understanding of 401(k) plan structure, ROBS, and IRS/DOL regulations is preferred.

• A designated workspace (e.g., a home office) conducive to concentration and productivity is preferred.

• Access to reliable high-speed internet to facilitate seamless communication and collaboration is preferred.

🏝️ Benefits

• Ownership Matters: We are on a path to becoming an ESOP company, fostering a culture of shared accountability and long-term success.

• Our People are Vital to Our Success: Join a team of bright, creative, and highly motivated individuals.

• Growing Together: Continuously enhance your knowledge with ongoing training, career development opportunities, and supportive leadership. Over the past three years, more than 20% of our team has been promoted to new and exciting positions!

• Wellness at its Best: Enjoy excellent benefits and perks, including comprehensive health coverage (with a free premium option), paid parental leave, and a generous 401k match. Take advantage of 3 weeks of Paid Time Off plus 11 Paid Holidays to truly disconnect.

• Flexible Work Arrangements: Work comfortably from your home office. We believe in granting you the freedom to structure your work while providing all necessary equipment.

• An Amazing Culture: Experience Guidant's award-winning culture, where you can connect with senior leaders over coffee or participate in our company sporting events.

• Empowering Equity and Inclusion: Become part of an inclusive work environment that values employee input, encourages active participation, and provides unwavering support.